Intel could have a ‘monster’ quarter Intel’s Habana Gaudi2 is suddenly a very interesting asset. https://
thetechnologyletter.com/the-posts/inte
l-could-have-a-monster-quarter
… $INTC $NVDA $AMD #investing #semiconductors #AirQuality
@tiernanraytech
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Intel’s Habana Gaudi2 Positions Company for Monster Quarter
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Nvidia Partners with Snowflake for LLM GPU Infrastructure
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Nvidia teams up with Snowflake for large language model AI Snowflake is extending its Snowpark offering with GPU instances https://
zdnet.com/article/nvidia
-teams-up-with-snowflake-for-large-language-model-ai/
… $NVDA $SNOW #investing #AI #generativeAI #database -
MongoDB CTO: Distributed Systems Achievement Drives Company Growth
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Please enjoy my interview with MongoDB CTO Mark Porter MongoDB CTO: ‘The sky’s the limit for this company’ MongoDB solved distributed systems, and that has made all the difference. https://
thetechnologyletter.com/the-posts/mong
odb-cto-the-skys-the-limit-for-this-company
… $MDB $SNOW $ORCL $AMZN $MSFT $GOOGL $BASE @MongoDB #database -
Analyst Days: C3.ai Drops 25% Amid Tech Stock Performance
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Whole lotta analyst days: http://
C3.ai, Equinix, MongoDB and more Most of these meetings were a dud as far as stock performance, with http://
C3.ai dropping 25% for the week. https://
thetechnologyletter.com/the-posts/whol
e-lotta-analyst-days-c3ai-equinix-mongodb-and-more
… $AI $EQIX $FSLY $MDB $IOT $HPE #investing #stocks -
Databricks Acquires MosaicML for $1.3B in AI Database Battle
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Databricks’s $1.3 billion buy of MosaicML is a battle for the future of the database At the heart of MosaicML’s approach is the “lottery ticket hypothesis of Jonathan Frankle and Michael Carbin of MIT. @MosaicML @databricks @OpenAI $ORCL $MDB $BASE $MSFT #investing #AI
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Jefferies Mammoth AI Report Analyzes Industry Impact
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Mammoth AI report from Jefferies prognosticates on every industry Pondering every single industry. https://
thetechnologyletter.com/the-posts/mamm
oth-ai-report-from-jefferies-prognosticates-on-every-industry
… $NVDA $AMZN $AVGO $MRVL $MSFT $AMAT $INTC $GOOGL $META $SNOW $WMT $W $JPM $SHEL $MRNA $MCD $DE $PSA #investing #stocks #AI -
Elastic CEO: Selling shovels for AI gold rush
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Please enjoy my interview with Elastic CEO Ashutosh “Ash” Kulkarni. Elastic CEO: Selling shovels for the AI gold rush “We want to be the group that’s selling shovels to everybody that wants to participate in the gold rush.” https://
thetechnologyletter.com/the-posts/elas
tic-ceo-selling-shovels-for-the-ai-gold-rush
… $ESTC @elastic -
Monday.com gains market share against Atlassian and Asana
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Monday dot com's beat-and-raise cadence a sign of good things to come, says Cowen Well-oiled machine gaining share against vendors like Atlassian, Asana, and SmartSheet. https://
thetechnologyletter.com/the-posts/mond
aycoms-beat-and-raise-cadence-a-sign-of-good-things-to-come-says-cowen
… $MNDY $ASAN $TEAM $SMAR #investing #stocks #software -
Intel Separates Chip Manufacturing Business from Design Operations
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Intel announces le divorce: its factories will be a real business not a spouse Some people apparently thought Intel would announce Nvidia as a customer, believe it or not. https://
thetechnologyletter.com/the-posts/inte
l-announces-le-divorce-its-factories-will-be-a-real-business-not-a-spouse
… $INTC $NVDA $TSM $QCOM $AMD #investing #semiconductors #manufacturing -
Rosenblatt warns Coherent overvalued on AI despite Nvidia’s closed ecosystem
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Coherent stock has gone too far on AI hopes, says Rosenblatt The problem with the AI theme is that Nvidia is “doing all it can to keep AI pods closed.” https://
thetechnologyletter.com/the-posts/cohe
rent-stock-has-gone-too-far-on-ai-hopes-says-rosenblatt
… $COHR $NVDA $LITE $CIEN $ANET $CSCO #investing #AI #networking #fiberoptics